Jason Alexander Terhune

Employer firm

Capital Advantage, Inc. CRD 108985

$1.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 07/2017
  Charles Schwab & Co., Inc.
  San Ramon, CA
• 07/2017 → 07/2022
  Jpmorgan Chase Bank, N.A.
  San Ramon, CA
• 07/2022 → Present
  Capital Advantage, Inc.
  Lafayette, CA

Previous Registrations

• 2017-07-21 → 2022-07-18
  J.P. Morgan Securities Llc
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA
  Danville, CA
  San Ramon, CA
  Danville, CA
• 2016-03-01 → 2017-07-11
  Charles Schwab & Co., Inc.
  San Ramon, CA

Other Businesses

Independent Insurance Agent; not investment-related; started 12/2011; zero hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-01
• S63 Uniform Securities Agent State Law Examination
  2011-11-15

Designations

• Certified Financial Planner

Other Names

• Jason A Terhune
• Jason Terhune